When interviewing a potential corporate trustee or professional fiduciary, consider these 10 questions in making your decision.

When it comes to executing your living legacy, here are three potential tax mistakes that could set you back. 

A recap of our 2022 Family Wealth and Values Conference.

How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.

Reflect on your estate plan and empower your children to carry out your wishes.

This checklist can help you take one step at a time and prioritize the decisions that need your attention.

An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.

Introducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.

Do your due diligence to ensure that your children are taken care of should you and your spouse pass away while they are minors.

When planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.

Here are six steps for establishing productive, respectful end of life conversations with your parents.

Here are five tips to make a family meeting over your legacy plans go smoothly and even meaningfully.

Matthew Davis shares his thoughts on providing a fair division of assets when it comes to leaving an inheritance.

It is essential to understand the differences between the estate tax and inheritance tax and how they might apply to you.

Inheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.

Here are five points to consider when you want to help your grandchildren afford the rising costs of higher education.

Giving an early inheritance to your children and grandchildren allows you to watch your heirs enjoy your gift while you are alive.

As the year draws down, many are considering the possibility of higher tax rates in the future, both as a result of a paying back the...

While we can't prevent or even control uncertainty, we can prepare for it.

Money can’t buy happiness, BUT it can help.